Nations Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,088
| Closed | -$219K | – | 524 |
|
|
2022
Q1 | $219K | Hold |
5,088
| – | – | 0.03% | 480 |
|
|
2021
Q4 | $231K | Buy |
5,088
+9
| +0.2% | +$409 | 0.03% | 439 |
|
|
2021
Q3 | $227K | Buy |
5,079
+5
| +0.1% | +$223 | 0.03% | 408 |
|
|
2021
Q2 | $229K | Buy |
5,074
+3
| +0.1% | +$135 | 0.04% | 371 |
|
|
2021
Q1 | $221K | Buy |
+5,071
| New | +$221K | 0.05% | 326 |
|